1. Employee Profile Configuration
Concur Travel and Expense Management
Employee Profile Configuration
Travel Preferences
Preferences

2. Navigate to Concur at Concur.Jefferson.Edu, from anywhere
Sign on using your campus key and password

3. Click on Profile
Click on Profile Settings

4. Click on Personal Information

5. Example – My Profile – Personal Information
Enter your middle name, as it appears on the government-issued ID you will use to travel.
If your ID bears only a middle initial, enter that.
If you do not have a middle name, click the No Middle Name check box.

6. Example – My Profile – Personal Information
No action required
Information in gray text has been pre-populated from Jefferson HR records.
If information is incorrect, correct the information in HR self- service and your Concur profile will update the following day.

7. Example – My Profile – Personal Information
No action required

8. Example – My Profile – Personal Information
Enter your work and home phone numbers.
A mobile phone number is not required.
If adding a mobile phone, click on Add a new device >> and enter a “nickname” for your phone in the Device Name field, select the manufacturer and enter your phone number.
Click OK
No action required

9. Example – My Profile – Personal Information
Add and verify your Jefferson address
No action required – information is on file with Jefferson HR

10. Example – My Profile – Personal Information
If you qualify for any of these discounts, check the corresponding box(es).
You may enter air/hotel/car rental preferences, but this information is not required

11. Example – My Profile – Personal Information
You may still earn frequent flyer/traveler awards when booking through Concur
Click [+] Add a Program and enter the appropriate information
Select your gender and fill in your date of birth
Date of birth will be masked (xx/xx/xxxx) upon saving
If you have a TSA Precheck known traveler number, you may enter it here

12. Example – My Profile – Personal Information

13. Configuring Individuals to Arrange Travel on your Behalf
Click on Assistants/ Arrangers

14. Configuring Individuals to Arrange Travel on your Behalf
Click on [+] Add an Assistant
A popup window will appear
Enter travel arranger’s last name in the search box
Check the appropriate boxes
Click SAVE

15. Configuring System Email Preferences
Click on System Settings

16. Configuring System Email Preferences
Indicate when you would (not) like to receive system-generated s
Uncheck boxes to stop corresponding notifications.

17. Configuring Individuals to Prepare, Submit, Review or Approve on your behalf
Click on Expense Delegates

18. Configuring Individuals to Prepare, Submit, Review or Approve on your behalf
Click Add
Begin typing the employee’s name
Select the functions you would like the individual to perform on your behalf.
Permissions may be restricted by HR job role
Click Save